Fast Track Management

New York Life; Dallas (TX); On-site; USD 65,000 - 95,000; Full time

Job summary

New York Life is seeking motivated individuals to become financial advisors, meeting clients and designing personalized financial plans for individuals and businesses. You will build a client base, manage relationships, and leverage NYLIFE Securities products to offer a broad range of investment options.

You can develop leadership skills, join our Associate Partner program, and work toward a management track while balancing a successful career with meaningful community impact.

Qualifications

• Sales experience preferred with a growth mindset.
• Strong business acumen.
• Must possess uncompromising integrity.
• Ability to engage your community and leverage personal networks and contacts.
• Excellent communication skills both written and verbal to communicate complex skills.
• Motivated and driven personality.
• Self-disciplined.
• Willingness to obtain licensure, if necessary.
• Strong leadership skills.
• Ability to adapt to changing needs.
• Innovative and self-driven.
• Flexibility

Responsibilities

• Develop a personalized, long-term strategy and gain hands-on experience while assisting clients in identifying and achieving their financial goals.
• Determine financial solutions for clients within a breadth of relevant products and services such as life insurance, fixed and variable annuities, mutual funds, and more.
• Hire and lead your own group of financial professionals while serving as an associate partner.
• Transition into management as an Associate Partner once you have achieved the program requirements.
• Join our intensive, six-month Associate Partner Training Program to further your business acumen and expertise while working toward a management position

Skills

Sales experience

Business acumen

Integrity

Community engagement

Communication skills

Motivation

Self-discipline

Licensure

Leadership

Adaptability

Innovation

Flexibility

Job description

Financial Advisors help clients identify and achieve their financial goals. Specific duties include meeting with clients and maintaining client relationships, creating and implementing customizable financial solutions for individuals and businesses with respect to financial, business, and estate planning, and analyzing relevant information in light of specific client considerations, including risk and asset management, education funding, retirement and tax considerations, business succession plans, legacy planning, and charitable bequests. New York Life is dedicated to prudent financial management, high-quality products and impeccable service. In addition to superior life and annuity products, registered representatives can offer a comprehensive array of financial products and services to help clients develop a sound, long-term investment strategy. Through NYLIFE Securities, registered representatives have access to a variety of investment products including stocks, bonds, and over 13,000 mutual funds.

We are looking for motivated, self-starters, who would like to:

• Become a partner within their first year and build a team of financial advisors
• Build their career with significant income potential.
• Manage their own work schedule and establish an attractive work/life balance.
• Make a difference in their community by helping individuals and businesses achieve financial goals and peace of mind while building and protecting assets
• Experience a lifetime of learning and professional development.
• Enjoy recognition and rewards for their financial achievements.

Compensation:

$65,000 - $95,000 at plan yearly

Qualifications

• Sales experience preferred with a growth mindset
• Strong business acumen
• Must possess uncompromising integrity
• Ability to engage your community and leverage personal networks and contacts
• Excellent communication skills both written and verbal to communicate complex skills
• Motivated and driven personality
• Self-disciplined
• Willingness to obtain licensure, if necessary
• Strong leadership skills
• Ability to adapt to changing needs
• Innovative and self-driven
• Flexibility

Responsibilities

• Develop a personalized, long-term strategy and gain hands-on experience while assisting clients in identifying and achieving their financial goals
• Determine financial solutions for clients within a breadth of relevant products and services such as life insurance, fixed and variable annuities, mutual funds, and more
• Hire and lead your own group of financial professionals while serving as an associate partner
• Transition into management as an Associate Partner once you have achieved the program requirements
• Join our intensive, six-month Associate Partner Training Program to further your business acumen and expertise while working toward a management position